Pricing

Pricing based on how your firm will use it.

We look at your matter and party volume, the work you want to bring online, and the support or integrations you need.

One digital matter

Ready to review

Clients complete one guided checklist. Your team sees progress, exceptions, and evidence as it arrives.

Matter moving

No account needed

Client

In progress

Parties

Linked

Evidence

Review ready

What we price on.

Number of matters and invited parties per month.
Identity, AML, Source of Funds, donor, forms, signing, and Client Care Letter scope.
Reporting, support, onboarding, and training requirements.
Firm-managed apps, API, or MCP integration scope where required.

Guided document capture, quality checks, clear retries, and review-ready outcomes.

Structured screening outcomes with final judgement retained by your firm.

Structured explanations, live amount context, and supporting evidence without email trails.

Turn existing documents into editable draft digital forms, then review before publishing.

Present official PDFs and capture signatures without leaving the onboarding flow.

Customise templates and firm branding, then generate and sign the right letter per party.

Clients start online on any device, without creating a platform account.

A guided checklist keeps every assigned task clear and saves progress automatically.

Progress, exceptions, evidence, and decisions arrive in one matter record.

Tell us roughly how many matters you handle and which parts of onboarding you want to improve.